Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q1 are currently underway and will close on May 15th. As of this moment, 2,641 funds (~30%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
AA
1101
Argent Advisors
Louisiana
$366M +$8.03M +2% 181
FNBSF
1102
First National Bank Sioux Falls
South Dakota
$366M +$31.5M +9% 151
NECFA
1103
New England Capital Financial Advisors
Connecticut
$365M +$109M +43% 448
PFS
1104
Physicians Financial Services
North Carolina
$365M -$7.49M -2% 110
EW
1105
Evexia Wealth
Wisconsin
$364M +$5.84M +2% 88
IPA
1106
Investment Planning Advisors
Georgia
$363M +$19.7M +6% 110
AFA
1107
Amicus Financial Advisors
Texas
$363M +$4.4M +1% 95
RWM
1108
Revisor Wealth Management
Ohio
$362M -$11.4M -3% 360
AAMA
1109
Advanced Asset Management Advisors
Ohio
$362M -$4.22M -1% 83
EWM
1110
Elmwood Wealth Management
California
$362M +$45M +14% 191
BFWA
1111
Benchmark Financial Wealth Advisors
Florida
$361M +$12.7M +4% 142
OFP
1112
OLIO Financial Planning
Virginia
$361M +$4.47M +1% 73
PPG
1113
Peak Planning Group
Colorado
$361M +$4.15M +1% 123
VWM
1114
VCI Wealth Management
Missouri
$361M +$1.03M +0.3% 137
PWM
1115
Proathlete Wealth Management
Florida
$361M -$6.2M -2% 320
TWD
1116
True Wealth Design
Ohio
$360M +$19.3M +6% 2,839
WIP
1117
WealthCare Investment Partners
Rhode Island
$360M +$17.2M +5% 195
BWM
1118
BNC Wealth Management
Oregon
$360M -$29.6M -8% 122
SIMC
1119
Squire Investment Management Company
Utah
$360M +$29.3M +9% 78
XWM
1120
Xcel Wealth Management
Florida
$360M -$30.8M -8% 148
ACM
1121
Arcataur Capital Management
Wisconsin
$359M +$10.1M +3% 107
SSW
1122
Stone Summit Wealth
Florida
$359M -$9.36M -3% 145
CFP
1123
Cypress Financial Planning
New Jersey
$359M +$1.12M +0.3% 110
BDFN
1124
Bond & Devick Financial Network
Minnesota
$358M +$3.31M +0.9% 197
FMTCOCP
1125
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$357M $0 0% 333